Reeves Independent's Monthly Portfolio Report!

We have now had our new portfolio’s up & running for a month and we are starting to see nice gains for our clients. Despite the drop in the markets last week due to all the uncertainty surrounding the Greek debt and US debt, the monthly gains have been promising.

The changes we made to our Aggressive portfolio have paid off with over half of our funds showing gains of over 4% and all 16 funds presenting positive returns. Our “Henderson Global Technology A” fund has produced the biggest returns with an extremely healthy 9.34% gain in just a month.

Our Balanced portfolio which was also revamped in June has struggled this week due to the factors mentioned above. However over the month it still showed an average return of 2.51% with all but two of our funds showing positive returns.

As is expected our Cautious portfolio showed the smallest gains as they are invested the least volatile funds. The monthly average return from the 10 funds we invest in was still at 0.8%.
 

If you would like to review your investment portfolio or you would like the opportunity to possibly make returns like those mentioned above then contact us on 0871 271 1280 or e-mail info@reevesifa.com

Follow us on Twitter http://twitter.com/#!/reevesifa or on Facebook http://www.facebook.com/home.php  

Case Study - Taking Control of your Investments to achieve your Objectives!

Last month I received a referral from one of our professional connections based in Leeds, who had a client whose specific request was for someone to manage his Investment Portfolio.

This particular client was a 53 year old male from Nottingham with a well paid job within the IT industry. Mr B as he will be known had over 200k from all his investments and his OBJECTIVE was to retire at 60.

He wanted to do this by maximising returns from the before mentioned investments.

An initial fact find meeting with Mr B established he had 6 different pension funds totalling closer to 250k. These were roughly split with 50% in with profits funds & 50% in UK Equities.

After filling in an in-depth risk profiler questionnaires we had the following conclusions about Mr B;

• He was prepared to invest in overseas & specialist markets to maximize returns.
• He wanted to take an active role in the decision making about buying & selling of different investments in response to market changes.

What were Mr B Options?

Following some research it was clear to me that there was at least 100k that was inappropriately invested, which was not contributing towards his objective. In addition to this Mr B was paying a high amount of monthly fees due to this multi-policy arrangement. Mr B's had the following options;

• Switch into a lower charged pension arrangement, which offered reduced costs & greater fund options & significantly easier administration to assist in his investment programme

         or

• Bundle all 6 pensions into one that would provide the maximum range of investment opportunities & efficient ongoing portfolio management

Mr B choose the latter option, which whilst occurring higher initial costs would provide the opportunities to grow his pension fund over the next 7 years through Reeves Independent's Portfolio Management Service.

Does the above case sound similar to you? Here at Reeves Independent we would work closely with you to give you the best opportunity of maximising your investment returns. We would give you the strategies, help you make the right decisions & give you the tools to allow you reach your investment goals.

Contact us now on 0191 281 9862 or e-mail info@reevesifa.com NOW for a FREE initial consultation!

Follow us on Twitter http://twitter.com/#!/reevesifa or on Facebook http://www.facebook.com/home.php

Reeves Independent Weekly Investment Report - 01/07/11 - 07/07/11

Here at Reeves Independent we changed our portfolios this week to our new & hopefully improved version 7. The new portfolio’s experienced a fantastic maiden week; with ALL 35 of our funds showing positive results & therefore all 3 of our portfolio’s producing returns for our clients.

Our Japanese fund, which has seen double figure gains since the earthquake hit at the beginning of the year, continued to recover with a one week return of over 4%. This contributed to our Aggressive funds averaging a 3% return in just a week. It was also helped by our “Junior Oils Trust” fund which saw over 7% gains in the last 7 days.

The average return for our balanced portfolio for this week is 2.3% with our best fund being the “Gartmore US Growth” hitting over the 4% mark in the 7 days.

The portfolio with the lowest gains was our Cautious portfolio but even this showed an average of 1.4% return with our "Jupiter North American" fund surpassing 3% for the week.

If you would like to have a review of your investment portfolio or you would like to possibly make returns like those mentioned above then contact us on 0871 271 1280 or e-mail info@reevesifa.com


Follow us on Twitter http://twitter.com/#!/reevesifa or on Facebook http://www.facebook.com/home.php

Reeves Independent's Quarterly Investment Report!

This week signalled the end of Reeves Independent's Investment Quarter. Our version 6 portfolio's performances were as follows;

All but one of our Cautious Portfolio funds produced positive returns. The average gain across these 12 funds was 2.54%. These quarterly returns are more than the majority of current accounts offer in a year. Our highest gain within this portfolio was 7.68% from the “Invesco Perpetual High Income ACC”  Fund. This was only added at the beginning of March following extensive research from our investment team.

More impressive were our Balanced funds, who actually eclipsed our cautious funds, with all 8 of them producing positive returns. The fund producing the greatest return in this portfolio was the “Aberdeen European Equity A”, which returned 5.4%. Overall our balanced portfolio averaged a notable 3.08% over the quarter.

Our Aggressive funds were less pleasing as they were constantly hampered by the aftermath of the Japanese Tsunami, the instability of various worldwide economies and the problems in such countries as Libya, Egypt and the Middle East region. However it must be stated that very few of our clients have invested within this portfolio as we had advised them not to from research undertaken.

At Reeves Independent we are now analysing these quarterly results and we are developing our Version 7 portfolios. Extensive research will be undertaken from our investment team, which will result in some funds being taken our of the various portfolios and new funds added, with the overall aim being to better the above quarters performance.

If you would like to have a review of your investment portfolio or you would like to possibly make returns like those mentioned above then contact us on 0871 271 1280 or e-mail info@reevesifa.com